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Energy Select Sector SPDR shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $296k 3.3k 89.34
2025-06-30 $281k 3.3k 84.81

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Alphabet Cap Stk Cl A (GOOGL)
Mastercard Incorporated Cl A (MA)
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Amazon (AMZN)
Blackstone Group Inc Com Cl A (BX)

View all positions for Evelyn Partners Investment Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR